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安姆科（AMCR）与CONSTELLIUM SE（CSTM）财务数据对比。点击上方公司名可切换其他公司
安姆科的季度营收约是CONSTELLIUM SE的2.5倍（$5.4B vs $2.2B）。CONSTELLIUM SE净利率更高（5.1% vs 3.2%，领先1.8%）。安姆科自由现金流更多（$282.0M vs $109.0M）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
康士励（Constellium SE）是一家源自美瑞、总部位于法国的全球铝制品制造商，主营各类先进合金制成的铝轧制产品、挤压材及结构件，旗下C-TEC研发中心在先进铝合金技术研发领域成果斐然，核心服务航空航天、汽车、包装三大领域，客户涵盖梅赛德斯-奔驰、奥迪、宝马、福特、空客、波音等知名企业。
AMCR vs CSTM — 直观对比
营收规模更大
AMCR
是对方的2.5倍
$2.2B
净利率更高
CSTM
高出1.8%
3.2%
自由现金流更多
AMCR
多$173.0M
$109.0M
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $2.2B |
| 净利润 | $177.0M | $112.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 7.5% |
| 净利率 | 3.2% | 5.1% |
| 营收同比 | 68.1% | — |
| 净利润同比 | 8.6% | — |
| 每股收益（稀释后） | $0.38 | $0.79 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMCRCSTM
| Q4 25 | $5.4B | $2.2B | ||
| Q3 25 | $5.7B | $2.2B | ||
| Q2 25 | $5.1B | $2.1B | ||
| Q1 25 | $3.3B | $2.0B | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.5B | $1.9B | ||
| Q1 24 | $3.4B | — |
净利润AMCRCSTM
| Q4 25 | $177.0M | $112.0M | ||
| Q3 25 | $262.0M | $88.0M | ||
| Q2 25 | $-39.0M | $36.0M | ||
| Q1 25 | $196.0M | $37.0M | ||
| Q4 24 | $163.0M | — | ||
| Q3 24 | $191.0M | — | ||
| Q2 24 | $257.0M | $76.0M | ||
| Q1 24 | $187.0M | — |
毛利率AMCRCSTM
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 20.3% | — |
营业利润率AMCRCSTM
| Q4 25 | 6.1% | 7.5% | ||
| Q3 25 | 8.0% | 5.8% | ||
| Q2 25 | 1.7% | 2.7% | ||
| Q1 25 | 9.4% | 3.1% | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 11.2% | 5.4% | ||
| Q1 24 | 9.0% | — |
净利率AMCRCSTM
| Q4 25 | 3.2% | 5.1% | ||
| Q3 25 | 4.6% | 4.1% | ||
| Q2 25 | -0.8% | 1.7% | ||
| Q1 25 | 5.9% | 1.9% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 7.3% | 3.9% | ||
| Q1 24 | 5.5% | — |
每股收益（稀释后）AMCRCSTM
| Q4 25 | $0.38 | $0.79 | ||
| Q3 25 | $0.11 | $0.62 | ||
| Q2 25 | $-0.06 | $0.25 | ||
| Q1 25 | $0.14 | $0.26 | ||
| Q4 24 | $0.11 | — | ||
| Q3 24 | $0.13 | — | ||
| Q2 24 | $0.18 | $0.51 | ||
| Q1 24 | $0.13 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.1B | $120.0M |
| 总债务越低越好 | $14.6B | $1.9B |
| 股东权益账面价值 | $11.6B | $952.0M |
| 总资产 | $37.0B | $5.4B |
| 负债/权益比越低杠杆越低 | 1.26× | 2.00× |
8季度趋势，按日历期对齐
现金及短期投资AMCRCSTM
| Q4 25 | $1.1B | $120.0M | ||
| Q3 25 | $825.0M | $122.0M | ||
| Q2 25 | $827.0M | $133.0M | ||
| Q1 25 | $2.0B | $118.0M | ||
| Q4 24 | $445.0M | — | ||
| Q3 24 | $432.0M | — | ||
| Q2 24 | $588.0M | — | ||
| Q1 24 | $457.0M | — |
总债务AMCRCSTM
| Q4 25 | $14.6B | $1.9B | ||
| Q3 25 | $12.8B | $2.0B | ||
| Q2 25 | $13.8B | $2.0B | ||
| Q1 25 | $8.6B | $1.9B | ||
| Q4 24 | $6.8B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $6.6B | — | ||
| Q1 24 | $7.1B | — |
股东权益AMCRCSTM
| Q4 25 | $11.6B | $952.0M | ||
| Q3 25 | $11.7B | $845.0M | ||
| Q2 25 | $11.7B | $780.0M | ||
| Q1 25 | $3.9B | $745.0M | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.9B | $796.0M | ||
| Q1 24 | $3.9B | — |
总资产AMCRCSTM
| Q4 25 | $37.0B | $5.4B | ||
| Q3 25 | $37.1B | $5.4B | ||
| Q2 25 | $37.1B | $5.4B | ||
| Q1 25 | $18.0B | $5.2B | ||
| Q4 24 | $16.2B | — | ||
| Q3 24 | $16.9B | — | ||
| Q2 24 | $16.5B | — | ||
| Q1 24 | $16.7B | — |
负债/权益比AMCRCSTM
| Q4 25 | 1.26× | 2.00× | ||
| Q3 25 | 1.09× | 2.34× | ||
| Q2 25 | 1.18× | 2.53× | ||
| Q1 25 | 2.24× | 2.56× | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 1.70× | — | ||
| Q1 24 | 1.79× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $503.0M | $218.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $109.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 5.0% |
| 资本支出强度资本支出/营收 | 4.1% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.84× | 1.95× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $159.0M |
8季度趋势，按日历期对齐
经营现金流AMCRCSTM
| Q4 25 | $503.0M | $218.0M | ||
| Q3 25 | $-133.0M | $99.0M | ||
| Q2 25 | $1.1B | $114.0M | ||
| Q1 25 | $117.0M | $58.0M | ||
| Q4 24 | $428.0M | — | ||
| Q3 24 | $-269.0M | — | ||
| Q2 24 | $943.0M | $138.0M | ||
| Q1 24 | $150.0M | — |
自由现金流AMCRCSTM
| Q4 25 | $282.0M | $109.0M | ||
| Q3 25 | $-371.0M | $24.0M | ||
| Q2 25 | $894.0M | $37.0M | ||
| Q1 25 | $0 | $-11.0M | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $-414.0M | — | ||
| Q2 24 | $809.0M | $54.0M | ||
| Q1 24 | $37.0M | — |
自由现金流率AMCRCSTM
| Q4 25 | 5.2% | 5.0% | ||
| Q3 25 | -6.5% | 1.1% | ||
| Q2 25 | 17.6% | 1.8% | ||
| Q1 25 | 0.0% | -0.6% | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | -12.3% | — | ||
| Q2 24 | 22.9% | 2.8% | ||
| Q1 24 | 1.1% | — |
资本支出强度AMCRCSTM
| Q4 25 | 4.1% | 5.0% | ||
| Q3 25 | 4.1% | 3.5% | ||
| Q2 25 | 4.3% | 3.7% | ||
| Q1 25 | 3.5% | 3.5% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.8% | 4.3% | ||
| Q1 24 | 3.3% | — |
现金转化率AMCRCSTM
| Q4 25 | 2.84× | 1.95× | ||
| Q3 25 | -0.51× | 1.13× | ||
| Q2 25 | — | 3.17× | ||
| Q1 25 | 0.60× | 1.57× | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | — | ||
| Q2 24 | 3.67× | 1.82× | ||
| Q1 24 | 0.80× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
CSTM
| Packaging Rolled Products | $1.0B | 46% |
| Automotive Rolled Products | $318.0M | 14% |
| Aerospace Rolled Products | $270.0M | 12% |
| Transportation Industry Defense And Other Rolled Products | $232.0M | 11% |
| Automotive Extruded Products | $220.0M | 10% |
| Other Extruded Products | $132.0M | 6% |
| Specialty And Other Thin Rolled Products | $22.0M | 1% |
